Burlington Associates Limited
Financial ServicesView the employees at
Burlington Associates Limited-
Daniel Shayler Business Development Director FPFS, Cert CII (MP & ER)
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Rising Star
Ian Chapman Independent Financial Services Professional-
London, England, United Kingdom
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Rising Star
Darren Thomson DipPFS Protection Specialist / Trainee Independent Financial Planner-
Top 10%
Balvinder. Sohi Financial Planner at Burlington Associates Limited-
إنجلترا لندن المملكة المتحدة
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Rising Star
Kam Bajwa Independent Financial Planner at Burlington Associates Ltd, Strategic cash flow planning for Investment and Retirement-
Top 10%
Overview
Burlington Associates is a firm of Independent Financial Planners located in the City of London. Burlington has established a very good reputation and has forged excellent relationships with many specialist organisations to enable us to provide comprehensive solutions for our clients. The experience in financial services of the individual partners ranges from eight to twenty five years. The company ethos is to work as a partnership and ensure that each client receives advice from the most appropriate member of the team. Each client has a dedicated contact person to ensure that their needs are met timeously. Our reputation for quality is achieved by continuous education, excellent service standards and the use of the latest technology available Burlington’s personal clients are almost exclusively high net worth individuals, who value our client specific service. We offer them holistic financial planning in order to create a long-term strategy, exclusively tailored to their requirements. A primary focus for most clients is the need to plan for the transition from “earning and saving” to that of “retired and spending.” We recognise that many clients will not wish to retire as such, but would be far happier to be in a position to be financially independent - to have the freedom and flexibility to choose whether to retire altogether or continue to work, but perhaps in a different way that suits them.
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